Multi-Generational Planning for Social Impact

Multi-Generational Planning for Social Impact

Marc J. Lane
The Law Offices of Marc J. Lane, P.C.

How Private Foundations and Perpetual Purpose Trusts can help your clients build powerful social-impact legacies.

1.0 CLE General credit approved | 1.0 CFP CE approved
CPA CPE certificates provided

Thank you to our sponsor

Marc J. Lane is a nationally recognized business and tax attorney, a Master Registered Financial Planner, a Registered Financial Counselor and a Certified Investment Specialist. Twice a recipient of the Illinois State Bar Association's Lincoln Award, he has taught law at Northwestern University School of Law and business in the MBA program at the University of Illinois.

A past Director of Social Enterprise Alliance (SEA), the national association of enterprising nonprofits and social-purpose businesses, Marc spearheaded the launch of its Chicago chapter which he served as Chairman. He has also chaired SEA's affiliate, The Center for Social Enterprise Accreditation. In addition, he is the President of Social Enterprise Chicago. By appointment of Gov. Pat Quinn, he chaired the State of Illinois' Task Force on Social Innovation, Entrepreneurship, and Enterprise. Also by appointment of Gov. Pat Quinn, he was a Commissioner of the Serve Illinois Commission. And by appointment of then-Cook County Commissioner and now Congressman Jesus "Chuy" Garcia, he serves as Vice Chairperson of the Cook County Commission on Social Innovation. 

Marc is the author of 36 books including Profitable Socially Responsible Investing: An Institutional Investor's Guide. Read more about Marc.

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message

8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com.